Jones Financial Companies
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Jones Financial Companies’s WaFd WAFD Stock Holding History

Jones Financial Companies’s Portfolio WAFD Stock Details WAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$55.1K Buy
1,774
+694
+64% +$22.3K ﹤0.01% 2921
2025
Q4 		$34.6K Buy
1,080
+436
+68% +$13.5K ﹤0.01% 2696
2025
Q3 		$19.9K Buy
644
+160
+33% +$4.9K ﹤0.01% 2800
2025
Q2 		$14.2K Sell
484
-463
-49% -$13.1K ﹤0.01% 2738
2025
Q1 		$26.8K Buy
947
+888
+1,505% +$26.3K ﹤0.01% 2315
2024
Q4 		$1.9K Sell
59
-182
-76% -$6.39K ﹤0.01% 3011
2024
Q3 		$8.3K Sell
241
-206
-46% -$7.01K ﹤0.01% 2282
2024
Q2 		$12.8K Buy
+447
New +$12.4K ﹤0.01% 1677
2013
Q3 		– Sell
-200
Closed -$4K – 840
2013
Q2 		$4K Buy
+200
New +$3.44K ﹤0.01% 697

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Jones Financial Companies's WAFD Position: Q1 2026 in Review

Jones Financial Companies increased its WaFd (WAFD) stake by 64% in Q1 2026, buying an estimated $22.3K and bringing the position to 1,774 shares worth $55.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2921.

Jones Financial Companies first reported a position in WAFD in Q2 2013 and has held it in 9 quarters since. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • Jones Financial Companies held 1,774 shares of WaFd worth $55.1K as of Q1 2026.
  • Jones Financial Companies bought 694 WaFd shares in Q1 2026, an estimated $22.3K.
  • WaFd made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2921 holding.
  • Jones Financial Companies first reported a position in WaFd in Q2 2013 and has held it in 9 quarters since.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.